+7.1%
USAR vs ZBRA
+14.4%
-7.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -3.7% |
| 7D | -11.6% | -3.4% | -8.2% | -10.5% |
| 30D | -15.5% | -7.4% | -8.1% | -13.1% |
| 3M | -31.0% | +57.5% | -88.5% | -41.9% |
| 6M | -26.2% | +64.0% | -90.2% | -38.1% |
| YTD | +30.8% | +44.3% | -13.5% | +10.1% |
| 1Y | +7.1% | +10.9% | -3.8% | -0.3% |
| All | +7.1% | +14.4% | -7.3% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ZBRA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling